Top 34 Investment analyst Jobs in Carlsbad, Ca

Corporate Underwriting Analyst
Plaza Home Mortgage —San Diego, CA
- $31 - $36 an hour
- Full-time
- Remote
- Microsoft Word
- Microsoft Outlook
- 5 years
- Paid holidays
- Health insurance
Senior Research Analyst, Global Equity
Meketa Investment Group —Carlsbad, CA
- $120,000 - $140,000 a year
- Microsoft Word
- Microsoft Excel
- Office
- Flexible schedule
Business Intelligence Analyst
Mission Wealth Management LP —San Diego, CA
- $90,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Health insurance
Quick Apply
Financial Analyst PDC
Pechanga Resort & Casino —Temecula, CA
- Weekends as needed
- CPA
- Writing skills
- Mid-level
Senior Risk Analyst
Olivenhain Municipal Water District —Encinitas, CA
- $100,400.30 - $150,512.96 a year
- Full-time
- CPR Certification
- Word processing
- Research
- Paid holidays
- Disability insurance
Sr. Actuarial Analyst (Statistical Reporting)
Palomar Holdings, Inc. —La Jolla, CA
- $113,000 - $173,000 a year
- Full-time
- 5 years
- Office
- Residential
- Health insurance
- Paid time off
3d
Lead Treasury Analyst, Capital Markets
Intuit —San Diego, CA
- $162,500 - $219,500 a year
- Hybrid work
- 7 years
- Office
- Project management
Sr. Financial Analyst
General Atomics —Poway, CA
- $89,180 - $155,825 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Financial Analyst III, LSG Digital Finance
Thermo Fisher Scientific —Carlsbad, CA
- $83,300 - $125,000 a year
- Full-time
- Office
- 3 years
- SQL
- Commuter assistance
- Paid parental leave
9d
Utility Rate Analyst
Conservice LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Customer service
- Research
- Office
Quick Apply
2d
Commercial Loan Credit Analyst
San Diego County Credit Union —San Diego, CA
- Full-time
- Word processing
- Mid-level
- Office
Sr. CRE Analyst
Axos Bank —San Diego, CA
- $76,500 - $90,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Staff Financial Analyst, TurboTax Core GTM
Intuit —San Diego, CA
- $142,000 - $208,500 a year
- 7 years
- CPA
- Finance
Senior Financial Analyst
Intuit —San Diego, CA
- $120,000 - $172,000 a year
- Mid-level
- Office
- Microsoft Office
4d
Construction Risk Analyst
Axos Bank —San Diego, CA
- $29 - $34 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Credit Analyst I
Axos Bank —San Diego, CA
- $20 - $31 an hour
- Full-time
- Background check
- Pass drug screening
- Data analysis skills
- Health savings account
- Health insurance
Portfolio Analyst I
Axos Bank —San Diego, CA
- $22 - $28 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Health insurance
Portfolio Analyst II
Axos Bank —San Diego, CA
- $24.30 - $30.00 an hour
- Full-time
- Background check
- Writing skills
- Pass drug screening
- Health savings account
- Health insurance
New Business Development Manager (Senior Analyst, Strategic Finance )
Dexcom —San Diego, CA
- $128,600 - $214,400 a year
- Full-time
- 8 years
- Bachelor's degree
- Travel
- Tuition reimbursement
Commercial Underwriting Analyst I
Axos Bank —San Diego, CA
- $23 - $25 an hour
- Full-time
- Background check
- Pass drug screening
- Data analysis skills
- Health savings account
- Health insurance

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investment analyst jobs near carlsbad, ca

Corporate Underwriting Analyst

Plaza Home Mortgage -
San Diego, CA

Apply Now

Job Details

Full-time
$31 - $36 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Pet insurance

Qualifications

Customer communication
Automated underwriting system
Underwriting guidelines adherence
High school diploma or GED
Industry knowledge of financial regulations
Regulatory compliance analysis
Loan Origination Systems (LOS)
Automated underwriting

Full Job Description

Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. Headquartered in San Diego, California, Plaza employs a network of sales associates to serve its clients nationwide.

Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.

This Corporate Underwriting Analyst works effectively with the divisions, corporate personnel, third parties and investors so that suspended loans are cleared and purchased within the required time frame to minimize undue expense to the organization. The role is responsible for providing support to the Underwriting department and division associates, by driving increased knowledge, as well as analysis of process, tools, and loan review.

Job Duties:

Acts as a liaison with investors on post-closing issues as a primary member of the investor suspense team.
Checks daily preparation and distribution of investor suspense pipeline report, to include outstanding investor suspense items from all investor sites and removal of purchased loans.
Collaborates with the divisions and leadership to remedy defects, as needed, within required turn around times.

Oversees the procurement of documentation necessary to satisfy suspense notices and post-closing audits as required.
Validates all documentation received for relevancy in regard to the satisfying of the pertinent defect finding.
Prepares accurate and well written rebuttals to investors and agencies to cure or refute defect findings.
Monitors shipped loans until settlement to ensure timely suspense notification or purchase of the loan.
Assists in training and reporting as defect trends arise.
Identifies process gaps and opportunities within underwriting and operations.
Assists additional internal departments as needed in curing post-closing audit findings including the procurement of documentation as needed from third parties.
Maintains a working knowledge of all loan programs and guidelines.
Escalates issues as needed by communicating directly with divisions, corporate personnel, and investors.
Assists with writing and/or updating Policy and Procedures.
Reconciles second review reports as needed.

Qualifications:

High School diploma or GED equivalent required
5+ years experience in Mortgage Banking/Underwriting
Experience with Desktop Underwriter and Loan Prospector underwriting systems required
Familiarity with all loan origination and closing documents required,
Strong knowledge of agency, non-agency and investor underwriting guidelines including FHA, VA, USDA, DSCR, nonQM and Jumbo products
Knowledge of mortgage regulatory compliance required
Knowledge of loan collateral delivery processs a plus
Excellent oral, written, and interpersonal communication skills
Experience writing rebuttal arguments to agencies and investors on audit findings
Excellent research, analytical, and organizational skills
Ability to manage time, multi-task, prioritize work in a high paced environment with time sensitive deadlines
Ability to learn quickly and train others in all underwriting aspects of mortgage lending
Ability to maintain confidentiality
Exceptional attention to detail
Solid commitment to customer and associate service
Outstanding problem-solving ability
Proven aptitude to work productively in both a team and individual environment
Independent judgment skills essential to make decisions within written policy and standard operating procedures
Proficient knowledge of MS Office (Word, Excel, Access, Power Point, and Outlook)
Knowledge of Integra a plus

Work Environment: This is a remote position.

Compensation and Benefits:

Estimated Rate of Pay:

$31.00 - $36.00
This position is full-time; non-exempt.

The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

In addition, Plaza offers a competitive benefits package; including medical/dental/vision, paid time off and holidays, 401(k), life and pet insurance. Plaza also offers additional benefits such as Accident, Hospital, and Critical Illness insurance, and Flexible spending accounts along with a variety of discounted services.

Plaza is an EEOC employer and follows all federal, state, and local laws relating to fair employment.

Plaza Home Mortgage, Inc. is committed to preventing, stopping and remedying all forms of discrimination that occur in its workplace. Managers are accountable for keeping Plaza's workplace free from discrimination and ensuring that Plaza provides equal employment opportunity for all in the workforce and for those seeking to become members of Plaza's workforce.

Plaza's employees are protected by laws designed to protect employees from discrimination on the bases of race, religion, color, sex, pregnancy, gender identity, sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or any other non-merit based factor. These protections extend to all management practices and decisions, including recruitment and hiring practices, appraisal systems, promotions, and training and career development programs. Plaza's employees are also protected against retaliation if they engage in a protected activity, whistleblowing, or the exercise of any appeal or grievance right provided by law.

This information is provided by Plaza Home Mortgage, Inc. as a courtesy to its mortgage professional clients and the public and is meant for instructional purposes only. None of the information provided is intended to be legal advice in any context. Plaza does not guarantee, warrant, ensure or promise that information provided is accurate. Terms and conditions of programs and guidelines are subject to change at any time without notice. Any unauthorized use or distribution of this information is strictly prohibited. This is not a commitment to lend. ® 2024 Plaza Home Mortgage, Inc. Plaza Home Mortgage and the Plaza Home Mortgage logo are registered trademarks of Plaza Home Mortgage, Inc. All other trademarks are the property of their respective owners. All rights reserved. Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113

Please find our updated Privacy Policy at:
https://www.plazahomemortgage.com/privacypolicy/

Cigna’s Transparency in Coverage link for Plaza’s careers site.
https://www.cigna.com/legal/compliance/machine-readable-files

Plaza NMLS 2113
https://www.nmlsconsumeraccess.org/

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

investment analyst jobs in carlsbad, ca

Corporate Underwriting Analyst

Senior Research Analyst, Global Equity

Business Intelligence Analyst

Financial Analyst PDC

Senior Risk Analyst

Sr. Actuarial Analyst (Statistical Reporting)

Lead Treasury Analyst, Capital Markets

Sr. Financial Analyst

Financial Analyst III, LSG Digital Finance

Utility Rate Analyst

Commercial Loan Credit Analyst

Sr. CRE Analyst

Staff Financial Analyst, TurboTax Core GTM

Senior Financial Analyst

Construction Risk Analyst

Credit Analyst I

Portfolio Analyst I

Portfolio Analyst II

New Business Development Manager (Senior Analyst, Strategic Finance )

Commercial Underwriting Analyst I

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